CA
CFP
CA
CFP

Colin Arnold

9 Years of Experience
Palm Beach Gardens, FL
Sells Insurance

Colin Arnold is a CFP-designated registered investment advisor at Atticus Wealth Management, based in Palm Beach Gardens, FL, with 9 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 321 clients with $450M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
321 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$447.5M

Fee Structure

Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $5.0M1.00%
$5M+0.75%

Fees and the $500,000 account minimum may be reduced or discounted at Atticus Wealth Management's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11380 Prosperity Farms Road, Suite 201, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Colin works as an independent insurance agent since 2011. This activity is investment-related and takes a few hours per week.

Employment History
Current Registrations
Atticus Wealth Management
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Bartolf Wealth Advisors, INC.
January 2017 - December 2018 · 1 yr 11 mos
NFP Securities, INC.
August 2012 - September 2012 · 1 mo
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Colin Arnold - Financial Advisor | TrueAdvisor